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Timothy R

CFP®, Series 63

Overland Park, KS

Nova R Wealth, Inc.

Timothy Rodgers is a CFP® with 44 years of experience in the financial industry. He has been with Nova R Wealth, Inc. since 2014 and holds a Series 63 license. Outside of his advisory role, he serves as Vice Chairman and Investment Committee Board Member for Advent Hospital Shawnee Mission and is a Director and Investment Committee Board Member for the Advent Hospital Foundation Shawnee Mission. Nova R Wealth, Inc. is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers wealth and investment management services with a primarily long-term investment approach, utilizing diversified allocations to mutual funds, ETFs, individual securities, and selectively, privately-offered securities for eligible investors.

Private / alternative investments Wealth management Retirement income strategy Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement
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Neal G

CFP®, Series 63, Series 65

Overland Park, KS

Insight Financial Services

Neal Gudiseva is a CFP® professional with five years of experience in financial advising. He is currently with Insight Financial Services and has worked at firms including Commonwealth Financial Network and Raymond James Financial Services. Insight Financial Services offers discretionary portfolio management and modular financial planning to individuals, retirement plans, trusts, and other entities, managing approximately $213.8 million in assets as of December 31, 2025. The firm combines fundamental and technical analysis with modern portfolio theory and may employ strategies such as short-term trading and options, tailoring advice to each client’s objectives and risk tolerance.

Annuities
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Landon F

Series 65

Shawnee, KS

Canvas Wealth Advisors, LLC

Landon Fisher is a financial advisor at Canvas Wealth Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Canvas Wealth Advisors, he worked at The After School Program for one year. Canvas Wealth Advisors serves individuals and families, trusts, estates, charitable organizations, business clients, and retirement plans. The firm offers financial planning, discretionary portfolio management, and administrative management for private pooled real estate investment vehicles, implementing diversified portfolios based on modern portfolio theory.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Megan J

CFP®, Series 63

Kansas City, MO

Craft & Sage Wealth

Megan Brenner is a CFP® with 10 years of industry experience currently serving at Craft & Sage Wealth since 2023. She previously worked at Royal Alliance Associates and Premier Financial Partners. Outside of her advisory role, she works as a Game Day Assistant and Instant Replay Field Technician for the NFL. Craft & Sage Wealth provides investment advisory and financial planning services to individuals, trusts, corporations, and charitable organizations. The firm employs a multi-faceted investment process combining quantitative, fundamental, technical, cyclical, and economic analysis to support model-driven portfolio management and financial planning.

ESG / Sustainable investing Real estate investing Wealth management Founder/Business Owner
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Antonio M

CFP®, Series 63, Series 65

Overland Park, KS

Greenup Wealth

Antonio Marquez is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Greenup Wealth. He previously worked at American Century Investment Services, Inc. for six years before joining Greenup Street Wealth Management LLC in 2021. Greenup Street Wealth Management serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management, financial planning, and access to third-party investment managers. The firm employs a variety of analytical methods and investment strategies, including fundamental and quantitative analysis, and integrates affiliated services such as insurance and tax resources into its business model.

Options & derivatives strategies Active portfolio management Private / alternative investments
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James F

Series 65

Overland Park, KS

Keen Wealth Advisors

James Forsyth is a financial advisor at Keen Wealth Advisors in Overland Park, KS, holding a Series 65 designation with no prior industry experience. Before joining the firm, he served 20 years in the United States Army and was a military retiree from 2022 to 2024. He also has experience working at Open Petal Farm. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and other business entities, focusing on retirement planning and portfolio management. The firm offers discretionary management using ETFs, mutual funds, individual securities, and employs a multi-method investment analysis framework.

General retirement planning Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
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Jeffrey W

Series 66

Overland Park, KS

Quantum Financial Partners LLC

Jeffrey White is a financial advisor with Quantum Financial Partners LLC in Overland Park, KS, holding a Series 66 designation and 26 years of industry experience. He has been with Quantum Financial Partners since 2006. Outside of advising, he is an independent insurance agent and owner of Quantum Holdings, LLC, which has a partial passive ownership in AHI Insurance Group, a property and casualty insurance agency. Quantum Financial Partners provides discretionary portfolio management for individuals, family trusts, corporations, small businesses, and foundations. The firm employs a combination of fundamental, quantitative, and technical analysis to manage publicly traded equities, bonds, ETFs, and limited partnerships, and acts as a private fund adviser with a pooled investment vehicle under its management.

Active portfolio management Founder/Business Owner
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Andrew B

CFP®, Series 63

Lee's Summit, MO

StrongBox Wealth, LLC

Andrew Beil is a CFP® with 12 years of industry experience, currently serving as an advisor at StrongBox Wealth, LLC since 2021. His prior roles include positions at Prime Capital Investment Advisors, Private Client Services, and American Century Investment Services. StrongBox Wealth serves individuals, trusts, pension and profit-sharing plans, and corporate entities, managing approximately $562 million in assets across 474 accounts. The firm uses a multi-method investment process and offers customized portfolios with various asset types, along with ongoing monitoring and periodic rebalancing.

Options & derivatives strategies Private / alternative investments
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Bryce M

Series 65

Overland Park, KS

Triune Financial Partners, LLC

Bryce Miller is a financial advisor at Triune Financial Partners, LLC with a Series 65 designation and eight years of industry experience. Prior to joining Triune Financial Partners in 2018, he worked at Envista Credit Union from 2015 to 2018. Outside of his advisory role, he serves as a deacon and audio and visual volunteer at Redemption Hill Church and provides transaction bookkeeping assistance through Reformation, Revival and Renovations, LLC. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients, offering discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach emphasizes Modern Portfolio Theory and a largely passive strategy using low-cost mutual funds and ETFs, with accounts managed according to written Investment Policy Statements and regular reviews.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
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Bradley S

CFP®, Series 63

Overland Park, KS

Greenup Wealth

Bradley Skluzacek is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently with Greenup Wealth, where he has worked since 2022, following eight years at American Century Investments Services Inc. Greenup Street Wealth Management serves individual and high-net-worth clients, charitable organizations, and business entities by offering discretionary portfolio management, financial planning, and access to third-party investment managers. The firm employs a range of analytical methods and investment strategies and provides services that include management of non-custodial assets through tax-efficient asset location and rebalancing.

Options & derivatives strategies Active portfolio management Private / alternative investments
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Michele G

CFP®, Series 65

Overland Park, KS

ONE Advisory Partners, LLC

Michele Gawthrop is a CFP® with six years of industry experience and has been with ONE Advisory Partners, LLC since 2013. She holds a Series 65 license and works out of Overland Park, Kansas. ONE Advisory Partners serves individuals, families, trusts, estates, charitable organizations, and business entities with financial planning and discretionary investment management. The firm offers globally diversified portfolios based on modern portfolio theory and integrates a Virtual Family Office model coordinating financial, tax, and legal professionals.

General retirement planning Retirement income strategy Wealth management
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Michael W

CFP®, Series 63, Series 66

Overland Park, KS

Legacy Financial Strategies, LLC

Michael Wren is a CFP® professional with 17 years of industry experience. He has been with Legacy Financial Strategies, LLC since 2014. Legacy Financial Strategies, LLC manages approximately $952 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary and non-discretionary investment management, retirement plan services, and financial planning through a multi-advisor team, using globally diversified portfolios primarily constructed with mutual funds and ETFs.

Wealth management Real estate investing Private / alternative investments
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Melissa F

Series 66

Overland Park, KS

Triune Financial Partners, LLC

Melissa Figeac Nanez is a financial advisor at Triune Financial Partners, LLC with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment strategy based on Modern Portfolio Theory, managing accounts primarily through low-cost mutual funds and ETFs with discretionary oversight.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
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Matthew S

Series 63, Series 65

Kansas City, MO

Mader & Shannon Wealth Management

Matthew Stevens is a financial advisor with Mader & Shannon Wealth Management in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Mader & Shannon since 2014 and previously worked at Cadena Securities Services, LLC. Outside of his advisory role, he is involved in managing residential real estate investments through Patriot USA Properties, LLC and Bonner Ridge, LLC. Mader & Shannon Wealth Management provides discretionary portfolio management and financial planning services to individual clients, corporations, and retirement plans. The firm employs an active management approach focused on individual securities traded on major U.S. exchanges, combining fundamental and technical analyses with third-party research.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy
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Dennis W

Series 63, Series 65

Overland Park, KS

Fortune Financial Advisors, LLC

Dennis Wallace is a financial advisor at Fortune Financial Advisors, LLC in Overland Park, KS, with 26 years of industry experience. He has been with Fortune Financial Advisors since 2007. In addition to his advisory role, he is also an insurance agent. Fortune Financial Advisors provides fee-based investment management, financial planning, and consulting services to individuals, businesses, and retirement plans, managing approximately $202.4 million for about 178 clients through a team of five advisors.

Options & derivatives strategies Wealth management Founder/Business Owner
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Ryan C

ChFC®, Series 63

Overland Park, KS

One Wealth Capital Management, LLC

Ryan Cleary is a financial advisor at One Wealth Capital Management, LLC with 15 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at Guardian Life Insurance Company of America, Park Avenue Securities, and Mass Mutual. Outside of advising, he is a silent partner in a nutritional supplement business and has a private investment in an oil production site. One Wealth Capital Management serves individual and high-net-worth clients, foundations, trusts, corporations, retirement plans, and charitable organizations. The firm employs a macro-environmental approach to tactical asset allocation, combining growth and fixed-income strategies across various investment vehicles, and offers both discretionary and non-discretionary services along with ongoing coordinated planning programs.

Retirement income strategy General estate planning guidance Charitable giving & philanthropy Tax-loss harvesting Private / alternative investments Founder/Business Owner Executive
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Evan L

CFA®

Kansas City, MO

Atwood & Palmer, Inc.

Evan Lang is a CFA® charterholder and financial advisor with two years of industry experience. He is currently with Atwood & Palmer, Inc., having previously worked at Duff & Phelps Investment Management and TortoiseEcofin. Atwood & Palmer, Inc. serves high-net-worth and ultra-high-net-worth individuals, multigenerational families, and institutional clients by providing investment management, comprehensive financial planning, and concierge services. The firm integrates fundamental and technical analysis across multiple asset classes and coordinates with outside professionals to manage complex financial relationships.

Charitable giving & philanthropy Options & derivatives strategies Cash flow / budgeting Founder/Business Owner Retired
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Matthew M

CFP®, Series 65

Overland Park, KS

Keen Wealth Advisors

Matthew Miller is a CFP® with three years of industry experience, currently serving as an advisor at Keen Wealth Advisors. He has worked at Keen Wealth Advisors since 2021 and has prior experience in various roles including at You Move Me and MCCARTHY CHEVROLET. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and other business entities, focusing on retirement planning and comprehensive portfolio management. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, and employs a multi-method investment analysis framework with diversified portfolios including ETFs, mutual funds, and individual securities.

General retirement planning Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
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Michael M

Series 65

Overland Park, KS

Greenup Wealth

Michael Mercer is a Series 65-licensed financial advisor with two years of industry experience, currently with Greenup Wealth. His prior roles include positions at Gateway First Bank, Wyndham Capital, Farmers Bank and Trust, and Lockton Investment Securities. Greenup Wealth serves individual and high-net-worth clients, charitable organizations, and business entities, providing discretionary portfolio management, ongoing financial planning, and access to third-party investment managers. The firm employs a variety of analytical methods and investment strategies, including fundamental and quantitative analysis, and offers services that extend to non-custodial accounts such as 401(k)s and HSAs.

Options & derivatives strategies Active portfolio management Private / alternative investments
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Robert S

CFP®, Series 66

Overland Park, KS

Triune Financial Partners, LLC

Robert Sparrow is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Triune Financial Partners, LLC since 2005. He previously worked at Purshe Kaplan Sterling Investments, Inc. from 2011 to 2018. Outside of his advisory role, he serves as Vice President of the College Church of the Nazarene Foundation, focusing on opportunities related to estate planning and testamentary giving. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a largely passive investment approach based on Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, with discretionary management guided by written Investment Policy Statements.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
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